Check Daffy profile details for new Zendesk users
Give your support team useful Daffy account context as soon as a Zendesk user appears.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
Support staff lose time switching tools to understand whether an account already exists in Daffy.
- Reduce account lookup work
- Keep support context in one run report
- Start every new user review with consistent information
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Daffy once in the Notis portal.
- 2Create a new automation and name the profile check.
- 3Tell Notis to retrieve the authenticated Daffy profile when a new Zendesk user is created and summarize relevant context.
- 4Pick the Zendesk New User Created trigger and choose where run reports go.
- 5Test with one real new user event.
Questions about this workflow
Does this look up a Daffy profile for the Zendesk user?
The Daffy action retrieves the authenticated user's profile. It does not claim to match a Zendesk identity unless your prompt provides matching context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Daffy. A trigger fires from one place; an action lands in another.
Zendesk triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
New User Created
Triggered when a new user is created in Zendesk.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Zendesk and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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